Southern Company shares owned by SFMG Wealth Advisors
Quarter-by-quarter ownership of Southern Company (SO) shares owned by SFMG Wealth Advisors
from 13F filings
Historical chart of SFMG Wealth Advisors investment in Southern Company
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Quarterly reported holdings in Southern Company by SFMG Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $555k | 6.2k | 90.18 |
| 2024-06-30 | $482k | 6.2k | 77.57 |
| 2024-03-31 | $445k | 6.2k | 71.74 |
| 2023-12-31 | $433k | 6.2k | 70.12 |
| 2023-09-30 | $407k | 6.3k | 64.72 |
| 2023-06-30 | $327k | 4.6k | 70.25 |
| 2023-03-31 | $351k | 5.0k | 69.59 |
| 2022-12-31 | $341k | 4.8k | 71.41 |
| 2022-09-30 | $294k | 4.8k | 61.60 |
| 2022-06-30 | $340k | 4.8k | 71.31 |
| 2022-03-31 | $353k | 4.9k | 72.59 |
| 2021-12-31 | $357k | 5.2k | 68.67 |
| 2017-12-31 | $208k | 4.3k | 48.03 |
| 2017-09-30 | $253k | 5.2k | 49.13 |
| 2017-06-30 | $308k | 6.4k | 47.86 |
| 2017-03-31 | $319k | 6.4k | 49.80 |
| 2016-12-31 | $314k | 6.4k | 49.23 |
| 2016-09-30 | $326k | 6.3k | 51.35 |
| 2016-06-30 | $339k | 6.3k | 53.62 |
| 2016-03-31 | $319k | 6.2k | 51.70 |
| 2015-12-31 | $269k | 5.7k | 46.84 |
| 2015-09-30 | $255k | 5.7k | 44.63 |
| 2015-06-30 | $241k | 5.8k | 41.85 |
| 2015-03-31 | $535k | 12k | 44.25 |
| 2014-12-31 | $280k | 5.7k | 49.16 |
| 2014-09-30 | $245k | 5.6k | 43.60 |
| 2014-06-30 | $202k | 4.5k | 45.34 |
| 2013-03-31 | $117k | 2.5k | 46.80 |
| 2012-12-31 | $107k | 2.5k | 42.90 |
| 2012-09-30 | $220k | 4.8k | 46.19 |
| 2012-06-30 | $79k | 1.7k | 46.47 |
| 2011-12-31 | $79k | 1.7k | 46.47 |
| 2011-09-30 | $72k | 1.7k | 42.35 |
| 2011-03-31 | $65k | 1.7k | 38.24 |
| 2010-12-31 | $65k | 1.7k | 38.24 |